MWM
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Minot Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Minot Wealth Management’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,875
Closed -$322K – 132
2019
Q4 		$322K Buy
+2,875
New +$307K 0.15% 102

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Minot Wealth Management's VSS Position: Q1 2020 in Review

Minot Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2020, closing a stake of 2,875 shares — an estimated $322K sold.

Minot Wealth Management first reported a position in VSS in Q4 2019 and held it in 1 quarter. The position peaked at $322K in Q4 2019. 362 funds tracked by Wall St. Rank hold VSS as of Q1 2020.

  • Minot Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2020 after selling out during the quarter.
  • Minot Wealth Management sold 2,875 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2020, an estimated $322K.
  • Minot Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and held it in 1 quarter.
  • Minot Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $322K in Q4 2019.
  • 362 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2020.

Based on Minot Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.